As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that parents often want to help their children, but dipping into retirement accounts for student loans may not be the best move.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, discusses the talk of a recession and the conflicting signals in the economy. Strong consumer spending and a strong labor market offer hope for a ‘soft landing’ instead.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that if you were married, you’d would still file married filing jointly for the year your spouse died. However, you may also need to file an estate return and consider updating your own estate plan.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, looks at two extreme ways to manage your 401(k) investments. He provides advice for keeping your asset allocation in line.
Navigating the 2024 Election Year: Wondering how to safeguard your portfolio? As seen in the @mdjonline: Bil Lako, CFP®, provides insights on staying resilient amid uncertainty, economic conditions, and global politics.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains why self-employed individuals should work with a tax adviser to optimize deductions and explore retirement plans.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, discusses some of the drawbacks to reverse mortgages—a product aimed at seniors that allows them to tap their home equity.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explores if you should pay off your mortgage before retirement. He offers tips on maximizing your financial strategy that will allow you to sleep well at night!
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that during a divorce, soon-to-be former spouses are not always rational about the division of assets or decisions they make, as they may have financial repercussions down the line.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that it appears as if the market considers inflation tamed heading into 2024; however, given the varied economic conditions, the distribution of outcomes in 2024 is sizable.
